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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,496 | $99,053+170.1% | $88,179+203.4% | $138,895+92.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.77% | 78.17%-62.4pp | 64.97%-49.2pp | 145.39%-129.6pp |
| Employer contribution / active EE | $3,811 | $2,882+32.2% | $2,549+49.5% | $4,194-9.1% |
| Participant deferral / active EE | $11,449 | $5,225+119.1% | $4,614+148.1% | $6,396+79.0% |
| Admin fee / account holder | $293 | $8,748-96.6% | $7,673-96.2% | $12,562-97.7% |